Cornerstone Planning Group’s British American Tobacco BTI Stock Holding History

Cornerstone Planning Group’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.6K	Buy	848 +213	+34%	+$12.9K	0.01%	396
2026 Q1	$37.7K	Buy	635 +44	+7%	+$2.6K	0.01%	473
2025 Q4	$35.6K	Buy	591 +346	+141%	+$18.9K	0.01%	428
2025 Q3	$12.6K	Hold	245	–	–	﹤0.01%	711
2025 Q2	$13.7K	Buy	245 +64	+35%	+$2.83K	﹤0.01%	487
2025 Q1	$7.69K	Buy	181 +11	+6%	+$432	﹤0.01%	630
2024 Q4	$6.73K	Buy	170 +76	+81%	+$2.75K	﹤0.01%	517
2024 Q3	$3.24K	Buy	94 +19	+25%	+$679	﹤0.01%	661
2024 Q2	$2.63K	Buy	75 +17	+29%	+$516	﹤0.01%	710
2024 Q1	$1.73K	Buy	+58	New	+$1.75K	﹤0.01%	687
2023 Q4	–	Sell	-31	Closed	-$974	–	976
2023 Q3	$974	Sell	31 -21	-40%	-$692	﹤0.01%	791
2023 Q2	$1.73K	Buy	+52	New	+$1.78K	﹤0.01%	1221
2022 Q4	$9.87K	Buy	+256	New	+$10.1K	﹤0.01%	652

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Planning Group's BTI Position: Q2 2026 in Review

Cornerstone Planning Group increased its British American Tobacco (BTI) stake by 34% in Q2 2026, buying an estimated $12.9K and bringing the position to 848 shares worth $52.6K. The position accounts for 0.01% of the portfolio, ranked #396.

Cornerstone Planning Group first reported a position in BTI in Q4 2022 and has held it in 13 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Cornerstone Planning Group held 848 shares of British American Tobacco worth $52.6K as of Q2 2026.
Cornerstone Planning Group bought 213 British American Tobacco shares in Q2 2026, an estimated $12.9K.
British American Tobacco made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #396 holding.
Cornerstone Planning Group first reported a position in British American Tobacco in Q4 2022 and has held it in 13 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.